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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Welcome to the IDEAL Investor Show. This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they dis ...
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Early Retirement

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Life after college graduation is never easy, especially when you're broke. As I go through my journey, I'm bringing some of the dopest creatives in the New York City with me. Join us as we drop knowledge on how to barely survive...and if this all goes according to plan, we'll all be set for Early Retirement.
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On Apartment Investing For Early Retirement, we sit down with accomplished investors, leaders, and industry experts in the world of multifamily real estate. We discuss how to capitalize on the vast opportunity that apartment investing presents to build wealth and help you achieve your financial goals.
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Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…
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Krista Reuther writes data-driven, actionable material to help landlords and renters alike. She makes difficult topics accessible, and as a guest, she answered questions with actionable steps - enjoy, [00:00-05:09] From writing to being a real estate investor [05:10-06:46] Different strategy, same goal [06:47-09:38] Out-of-state solution [09:39-18:…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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Tax Strategies Before Year-End -> Consider These 8! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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Have you ever told yourself: "I'm going to retire, but just one more year because markets are notdoing well" "Once I hit $2M I'll retire, I mean it” "Now soon as my kids graduate I'll retire" Explore the intricacies of retirement income planning with John and Jane, two public school teachers navigating their financial futures. We break down their p…
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Adam Schroederis a content producer for Rent to Retirement and podcast host. Throughout his career, he has held the title of a local news reporter, podcast host, and producer for nationally syndicated companies such as NPR and MPR. Listen to more of his advice to new investors - enjoy [00:00-03:23] Introduction [03:24-08:51] The reality of real est…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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Ever wondered if annuities are worth the hype? Let me share a cautionary tale that might change your perspective. My parents found themselves trapped in a conservative annuity with high fees, resulting in significant opportunity costs. We'll uncover the five critical reasons to steer clear of these financial products, from limited growth potential …
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here. Check out James YouTube channel here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP…
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He flips but not in the traditional sense. He used a very unconventional method to create financial freedom through buying and selling businesses online - enjoy! Prefer YouTube? Click here Why listen to our interview with Matt Raad: He and his wife Liz are website investors, which means they use digital assets to generate cashflow and build wealth.…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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What if retirement was more than just relaxing and managing your finances? Imagine creating a life filled with purpose and joy that aligns perfectly with your passions and goals. Join me, Ari Taublieb, on the Early Retirement Podcast as we explore how to plan a meaningful retirement. We'll discuss how to balance financial security with personal ful…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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New show starting November 14th with James Conole! Option 1 - Early Retirement Academy Option 2 - Email ari@rootfinancialpartners.com "Waitlist" Option 3 - Work With Us Here Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is th…
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We invited Shauna Wekherlien, one of the US’ top 1% ranked and highly sought-after tax strategists. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of tax specialists who use "plain language" (not tax code) to help her clients create tax opportunities. She shares her tips to manage tax risk legally - enjo…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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Ever wondered how much you need to spend $25,000 a month in retirement, or how to make sure your savings don’t run dry? This episode of the Early Retirement Podcast tackles these questions head-on, offering a deep dive into retirement budgeting for various spending targets. From $6,000 to $25,000 a month, we cover it all, drawing on listener commen…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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This guy had to work over 20+ jobs before he became a serial entrepreneur. Now, he talked to over 20+ publications including Entrepreneur, Space Impulse, Forbes, etc. sharing his tips, and now he is on ours - enjoy! Why listen to our interview with Martynas Fedotovas: - Serial entrepreneur, with 7+ years of experience in marketing, aerospace & defe…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
What-if scenarios allow you to retire early with confidence. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients ret…
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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This guy mastered the formula for over 15 years. Investing is not a gamble. There is a scientific method behind it. Listen to another interesting conversation - enjoy! Why listen to our interview with Thomas Blottenberger: He entered the world of financial planning in 2010, eagerly anticipating his opportunity to make a difference in his clients’ l…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
How can you ensure a secure and organized retirement plan without falling into common financial traps? In this episode, we promise to equip you with essential strategies that will help you avoid costly mistakes and make the most of your retirement savings. We'll discuss the importance of personalized financial planning and share the risks of mindle…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
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This guy doesn’t let money sit for more than 6 months. He flips, re-invests, lends it and more. Through this interview, you’ll hear how one can rotate his money and double, or triple it back to you- enjoy! Why listen to our interview with Zach Zimmer: Zach's journey from climbing the corporate ladder to achieving a "1%er" lifestyle on passive incom…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
I'm inviting you this Thursday. I will share the benefits of the model I used and practiced for over 14 years. I now own multiple properties in 4 states and over 4 countries. Leverage 80% of other people's money with only 2 hours/month. Register for free Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - gr…
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There are many reasons to work with an advisor and I want to ensure you are getting value for it! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planne…
  continue reading
 
I'm inviting you this Thursday. I will share the benefits of the model I used and practiced for over 14 years. I now own multiple properties in 4 states and over 4 countries. Leverage 80% of other people's money with only 2 hours/month. Register for free Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - gr…
  continue reading
 
I'm inviting you this Thursday. I will share the benefits of the model I used and practiced for over 14 years. I now own multiple properties in 4 states and over 4 countries. Leverage 80% of other people's money with only 2 hours/month. Register for free Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - gr…
  continue reading
 
This week, we interviewed a unique marketer, who told us that “views don’t matter”. Axel and our guest, will dive into ‘overcoming fear of the online’, are you marketing yourself properly? and all that good stuff - enjoy! Why listen to our interview with Carmen Ballesteros: Carmen Studied business, international cooperation, and social and cultural…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Can you save thousands on your lifetime tax bill with a simple strategy? Discover how tax gain harvesting can sometimes outperform Roth conversions when it comes to minimizing taxes on your investments. In this episode of the Early Retirement Podcast, I'll break down the nuances between capital gains taxes and ordinary income taxes and provide a pr…
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Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
Any questions? *** Start taking action right NOW! BOOK IS OUT! Launching price at .99 ONLY - grab and review book Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We’d love to build a community of like-minded people like YOU!Axel Meierhoefer
  continue reading
 
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